My trustee has lost capacity – now what?
Latest ATO figures show that over 30% of SMSF trustees are over 70. Inevitably, as we age, we all...
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Latest ATO figures show that over 30% of SMSF trustees are over 70. Inevitably, as we age, we all...
Read MoreMy client is in their 40s and has accessed their superannuation due to being permanently...
Read MoreAre medical certificates always necessary when an SMSF member accesses their super under the...
Read MoreMy client Judy had $1.5m in super at 30 June 2022. She was originally going to make...
Read MoreA fund has received a release authority from the ATO to release a member’s excess non-concessional...
Read MoreMy client will start a retirement phase pension from 1 July and plans to realise a capital gain on...
Read MoreMy client wants their SMSF to buy shares in a private company. What do they need to consider to...
Read MoreMy client thought he was making an investment for his SMSF but it appears he was scammed and the...
Read MoreMy client is planning to start drawing a pension from her fund with her entire member balance on 1...
Read MoreIn short, anyone can.
Read MoreMy client has received a management letter from the auditor of their SMSF. Should they be worried?
Read MoreMy client’s SMSF owns residential property in a beachside location. The property is available for...
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